Uma Financial Services, Inc. Purchases in Q4 2024

Uma Financial Services, Inc.

  • $573 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
60.4K
New
$89.97 - $98.59 $5.43M - $5.95M
60.4K $5.74M
GLDM
World Gold Trust

ETFs
40K
New
$50.76 - $55.23 $2.03M - $2.21M
40K $2.08M
AAPL
Apple Inc.

Technology
1.06K
+ 1.41%
$221.69 - $259.02 $234K - $274K
76.2K $19.1M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
7.58K
+ 1.06%
$66.77 - $71.52 $506K - $542K
726K $50M
EFG
Msci Eafe Growth ETF

ETFs
30.4K
+ 20.6%
$96.83 - $106.88 $2.95M - $3.25M
178K $17.2M
TSLA
Tesla, Inc.

Consumer Cyclical
280
+ 5.3%
$213.65 - $479.86 $59.8K - $134K
5.57K $2.25M
DFUS
Dimensional ETF Tr U S Equity

ETFs
11.8K
+ 70.78%
$61.52 - $66.5 $728K - $786K
28.5K $1.82M
DFAU
Dimensional ETF Tr

ETFs
11.4K
+ 3.04%
$39.27 - $42.38 $447K - $483K
386K $15.6M
CI
Cigna Corp

Healthcare
2.64K
New
$265.59 - $358.58 $702K - $948K
2.64K $730K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.17K
+ 32.78%
$521.84 - $558.82 $611K - $654K
4.74K $2.56M
DFAI
Dimensional ETF Tr

ETFs
71.6K
+ 10.93%
$29.0 - $31.6 $2.08M - $2.26M
727K $21.2M
MGC
Vanguard Mega Cap ETF

ETFs
928
+ 2.84%
$204.21 - $220.18 $190K - $204K
33.6K $7.15M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
4.72K
New
$77.86 - $79.27 $368K - $374K
4.72K $368K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.18K
+ 42.13%
$96.64 - $101.23 $404K - $423K
14.1K $1.37M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
14.4K
New
$22.72 - $23.0 $328K - $332K
14.4K $329K
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.44K
+ 2.06%
$176.42 - $186.91 $430K - $455K
121K $21.5M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.78K
+ 9.4%
$100.24 - $101.35 $279K - $282K
32.4K $3.26M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.87K
+ 2.48%
$61.68 - $67.87 $239K - $263K
160K $9.96M
AVGO
Broadcom Inc.

Technology
518
+ 29.8%
$159.67 - $250.0 $82.7K - $130K
2.26K $523K
KMI
Kinder Morgan, Inc.

Energy
7.59K
New
$22.59 - $28.54 $172K - $217K
7.59K $208K
BA
Boeing CO

Industrials
1.16K
New
$138.14 - $180.72 $160K - $209K
1.16K $204K
HWM
Howmet Aerospace Inc.

Industrials
1.87K
New
$99.72 - $120.09 $186K - $225K
1.87K $204K
INTU
Intuit Inc

Technology
323
New
$602.01 - $706.25 $194K - $228K
323 $203K
MAR
Marriott International Inc

Consumer Cyclical
704
New
$246.06 - $292.59 $173K - $206K
704 $196K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
487
+ 11.98%
$442.29 - $483.08 $215K - $235K
4.55K $2.06M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
1.05K
New
$170.03 - $192.78 $178K - $202K
1.05K $193K
TRP
Tc Energy Corp

Energy
4.05K
New
$44.03 - $50.23 $178K - $203K
4.05K $188K
CSCO
Cisco Systems, Inc.

Technology
3.06K
New
$52.45 - $60.02 $161K - $184K
3.06K $181K
MMM
3 M CO

Industrials
1.39K
New
$124.74 - $137.12 $173K - $190K
1.39K $178K
NFLX
Netflix Inc

Communication Services
198
New
$687.65 - $936.56 $136K - $185K
198 $176K
VGIT
Vanguard Intermediate Term Tre

ETFs
3K
New
$57.78 - $60.4 $173K - $181K
3K $174K
SKYW
Skywest Inc

Industrials
1.7K
New
$83.51 - $115.11 $142K - $195K
1.7K $170K
VGT
Vanguard Information Technolog

ETFs
50
+ 1.31%
$571.78 - $647.97 $28.6K - $32.4K
3.87K $2.41M
PAA
Plains All American Pipeline LP

Energy
9.55K
New
$16.27 - $18.67 $155K - $178K
9.55K $163K
T
At&T Inc.

Communication Services
7.06K
New
$21.22 - $23.88 $150K - $169K
7.06K $160K
HON
Honeywell International Inc

Industrials
708
New
$202.84 - $236.0 $144K - $167K
708 $159K
VB
Vanguard Small Cap ETF

ETFs
644
+ 42.51%
$233.76 - $261.58 $151K - $168K
2.16K $518K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.6K
New
$44.04 - $49.49 $158K - $178K
3.6K $158K
DVY
Ishares Tr

ETFs
1.2K
New
$129.55 - $143.41 $155K - $172K
1.2K $157K
BX
Blackstone Inc.

Financial Services
882
New
$148.45 - $199.05 $131K - $176K
882 $152K
EQR
Equity Residential

Real Estate
2.12K
New
$69.12 - $77.48 $147K - $164K
2.12K $152K
SCHP
Schwab Strategic Us Tips ETF

ETFs
5.86K
New
$25.74 - $53.78 $151K - $315K
5.86K $151K
ASML
Asml Holding Nv

Technology
217
New
$658.43 - $872.27 $143K - $189K
217 $150K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.17K
New
$121.89 - $135.52 $143K - $159K
1.17K $146K
DUK
Duke Energy Corp

Utilities
1.35K
New
$105.76 - $120.76 $142K - $163K
1.35K $145K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
5.8K
New
$25.0 - $25.11 $145K - $146K
5.8K $145K
GE
General Electric CO

Industrials
864
New
$159.95 - $194.23 $138K - $168K
864 $144K
MDT
Medtronic PLC

Healthcare
1.8K
New
$79.61 - $92.24 $143K - $166K
1.8K $143K
CRM
Salesforce, Inc.

Technology
423
New
$270.87 - $367.87 $115K - $156K
423 $141K
Activity Summary
Buys All Purchases 1035 New Holdings 966 Increased Positions 69 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 0 Puts 0
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